Thought Leadership

Ideas and strategies to help purpose-driven organizations create greater, lasting impact.

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Two pie charts showing Public Cloud Spending by Service Type and by Region, 2014.

Diversity at Dreamforce – A Promising Start, But Challenges Remain

Last week was Dreamforce, Salesforce’s annual customer conference, which basically takes over the city of San Francisco for a week of keynotes, educational sessions and parties.
Blue wavy cloud logo with text Cloud for Good.

Declarative Lookup Rollup Summaries: An Admin’s Must-Have Tool

Rollup summaries are great things to have in your admin toolkit. With a rollup summary, you can summarize information about child records on a parent record
Drawing of two hands, each holding a red heart shape.

A Recap of Dreamforce – Day 3

Thursday was Product Keynote day at Dreamforce ‘15 and the Cloud for Good team spread out to cover them all. The Cloud for Good team left
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A Recap of Dreamforce 2015 – Day 2

Written by Cloud for Good Team DREAMFORCE: DAY TWO Another day has come and gone, and we are at the halfway mark of the 2015 edition

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A Recap of Dreamforce 2015 – Day 1

Day one is coming to a wrap here at Dreamforce 2015, and what a day it has been! Many (including the Cloud for Good team) were
Messy room filled with cardboard boxes, miscellaneous items, and two guitars.

Simplify Salesforce Requirements Gathering with Use Cases

Defining system requirements and grouping them into a usable format is often a daunting task, but is a key component to successful Salesforce implementation. Utilizing use
Blue cloud logo with text salesforce nonprofit starter pack.

NPSP 3.0 Feature Overview

The Nonprofit Starter Pack 3.0 (NPSP 3.0) is a set of managed packages installed on Salesforce to customize the platform for some common nonprofit use cases.
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5 Thoughts about Salesforce Lightning Experience

The Salesforce universe was introduced to the Salesforce Lightning Experience, a gigantic change encompassing the framework, design, administration and use of Salesforce. Here are five key
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Meet Us at Dreamforce

Meet with us at Dreamforce. We will have Cloud for Good team members presenting at multiple sessions discussing great Salesforce topics. We can't wait to see
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Raiser’s Edge to Salesforce: 10 Reasons to Make the Switch

The ongoing development of the Salesforce Foundation’s tools for nonprofits has encouraged more and more nonprofits to consider a switch from their legacy system to Salesforce.

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Two directional arrows between the Claude and Salesforce wordmarks representing the Claudeforce two-way partnership

Salesforce in Claude. Claude in Salesforce. 

A two-way road.  Claude brings the intelligence. Salesforce holds the foundation, the data, and the rules that govern who can touch what. The security comes from

A public sector emergency operations center at night with live staffing and location data on screen, illustrating coordinated real-time response.

When Seconds Decide the Outcome: Why Emergency Response Cannot Run on a Blind System 

By Cloud for Good Emergency response coordination is one of the most consequential workforce problems in public service. The volume is staggering, the margin for error

State agency caseworker reviewing family outreach records on a laptop in a government office

When Silence Is the System: Closing the Communication Gaps in Foster Care 

Silence has failed the foster care system on both ends.  On one end is the person who decided they might be ready to foster a child.

Illustration of connected higher education systems unified on a single Salesforce data platform

Moving Beyond Point-to-Point Integration: Why Salesforce Is a Powerful Alternative to Lingk for Higher Education

Joy Asakawa, Director of Sales, EDU For years, higher education institutions have relied on integration platforms and middleware solutionslike Lingk to move critical data between their

Employee using Slack as an employee AI productivity tool in the flow of work

The AI Your Team Will Actually Use Is Already in Slack

AI adoption stalls when tools sit outside the workflow. Here is why Cloud for Good treats Slack as the employee AI productivity layer to start with.
Academic advisor and student reviewing a student success dashboard together in a modern campus setting- Cloud for Good

Agentforce for Higher Education: Every Student Deserves a Timely Answer 

An admissions officer managing hundreds of inquiries from prospective students.  An academic advisor carrying a caseload that makes genuine support nearly impossible.  An advancement officer trying to

Agentforce Nonprofit: Your Next Team Member Does Not Burn Out - Cloud for Good

Agentforce Nonprofit: Your Next Team Member Does Not Burn Out 

Agentforce Nonprofit brings purpose-built AI agents into your Salesforce CRM. See how Cloud for Good implements it around your mission, not a template.
Salesforce Agentforce for Health: What It Is, What It Can Do, and Why It Matters Now- Cloud for Good

Salesforce Agentforce for Health: What It Is, What It Can Do, and Why It Matters Now 

Administrative overhead consumes nearly 25% of U.S. healthcare spending. Discover how Salesforce Agentforce for Health provides digital labor at scale. Cloud for Good maps out what
Salesforce Agentforce for Government

Salesforce Agentforce for Government: The AI Layer That Is Redefining State and Local Service Delivery 

Stop making residents wait for simple status updates. See how Cloud for Good deploys Salesforce Agentforce to resolve constituent inquiries 24/7, flag incomplete applications, and free
Before Your AI Investment Pays Off,

Before Your AI Investment Pays Off, Your Data Has to Be Ready. 

Every credit union leader I work with right now is navigating the same tension: the board wants an AI strategy, the technology budget isn't unlimited, and
Volunteer Time Off Makes You Better at Your Job

Volunteer Time Off Makes You Better at Your Job

Volunteer Time Off (VTO) is a growing trend as an employee benefit offered by companies. Volunteer time off provides benefits to both the company and the
Guarding Against Online Fraud on #GivingTuesday: 3 Expert Strategies

Guarding Against Online Fraud on #GivingTuesday: 3 Expert Strategies

#GivingTuesday, one of the biggest fundraising days of the year, is coming up. This post contains tips to avoid fraud on #GivingTuesday and throughout the year.
Nonprofits Are Creating Value With Salesforce

Nonprofits Are Creating Value With Salesforce

More and more nonprofit organizations are using Salesforce to power their mission and create additional value for their constituents. The flexibility, openness and expansive ecosystem of
5 Fundraising Processes You Should Track in Salesforce

5 Fundraising Processes You Should Track in Salesforce

Fundraising is hard work. It requires excellent relationship-building skills, a strong understanding of the funding landscape in your community, and strategic decision-making. Salesforce can be a
Blazing Trails Beyond Dreamforce

Blazing Trails Beyond Dreamforce

Dreamforce 2016 was the year of the trail blazer. Cloud for Good has put together a summary of the highlights from this year's Dreamforce.
Common Pitfalls When Implementing Salesforce for Nonprofits: Custom Object Overkill

Common Pitfalls When Implementing Salesforce for Nonprofits: Custom Object Overkill

The key to the success of your Salesforce implementation is moderation and this is especially true when it comes to custom object creation. Even if an